[reece.mak@deem.com]

Hi,

Are there anyway to click the “Accept Payment” automatically after the invoice is created in workflows? We usually charge the customers right away after the invoice is created. So no point for us to click the “Accept Payment” button.

Thanks
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[eleran]

When you say you usually “charge” customers right away, do you mean you usually charge a credit card, or usually collect cash or what exactly?

[reece.mak@deem.com]

Originally posted by eleran

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When you say you usually “charge” customers right away, do you mean you usually charge a credit card, or usually collect cash or what exactly?

We charge customer with credit card when invoice uploaded and created in NetSuite.

[eleran]

So I assume those customers are set to Credit Card terms? If you have ANY kind of terms set for the customer or the sales order it will create an invoice. Are you setup with a gateway for automatic credit card processing through Netsuite? If so, this is an easy fix.

[reece.mak@deem.com]

Originally posted by eleran

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So I assume those customers are set to Credit Card terms? If you have ANY kind of terms set for the customer or the sales order it will create an invoice. Are you setup with a gateway for automatic credit card processing through Netsuite? If so, this is an easy fix.

Oh we have the gateway email setup but we want the payment receipt email automatic trigger when the invoice is charged.

[eleran]

If you want the credit card to automatically charge as soon as the order is fulfilled you can leave the terms blank on the customer record, this will leave blank terms on the sales order transaction. Then make sure the credit card info is setup properly in the customer record in the finances tab and the card is set to default, this will also carry over to the sales order. Then when the “Bill” button is hit after fulfillment or whenever that happens in your process it will bring up a screen to automatically charge the credit card on record for that customer. If the transaction goes thru successfully it will generate a cash sale as a payment. No invoice is ever generated that way.

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